Millennial Investing - The Investor’s Podcast Network

MI161: Building a Balanced Portfolio w/ Daniel Rasmussen

Apr 21, 2022

43:53

IN THIS EPISODE, YOU’LL LEARN:

01:53 - How interning at Bridgewater Associates impacted Dan as an investor.
07:05 - The four types of economic environments that ultimately drive asset class returns.
21:10 - Which asset class performs very well during an inflationary period?
29:18 - Why small-cap value stocks are potentially a great way to diversify your portfolio.
29:18 - Dan’s thoughts on diversifying into international stocks, emerging markets and other asset classes.
37:19 - Why Dan prefers to avoid investing in China.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Verdad Capital’s Research.
Check out Ray Dalio’s new book, Principles for Dealing with the Changing World Order.
Related episode: MI141: Studying Financial History w/ Ken Winans.
Related episode: MI114: Contrarian Thinking w/ Codie Sanchez.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.

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Read this episode’s transcript and full show notes on our website.

Connect with Dan: Website | Twitter | Research

Connect with Clay: Twitter

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